What are the responsibilities and job description for the Senior Client Services Engagement Associate position at Liberty Personnel Services, Inc.?
Job Details:
Senior Client Services Engagement Associate
Ambler, PA
90,000 - 125,000
Role:
Work with one of the fastest growing Accounting Advisory and Asset Management firms in the area!
As an Advisory Engagement Manager, you'll be working with the advisory firm's leadership, the business development and sales teams, as well as the direct client to lead the onboarding process from proposal stage through project delivery. This would include tracking the progress of the project against the scope. These projects will be large and small scale accounting, finance, and tax projects.
Responsibilities:
This is a permanent full-time position with the organization offering a comprehensive benefits package including Base Salary, Bonus potential, medical/dental/vision, paid time off, paid holidays, 401K match, insurance, and growth potential that is unlimited.
Working Conditions:
This is an in-office position with some flexibility.
Apply:
To APPLY, email KK@libertyjobs.com or click the Apply button below.
Please add me on LinkedIn - https://www.linkedin.com/in/kriskieres/
Kris Kieres
Liberty Personnel Services
484-238-1976
kk@libertyjobs.com
Employment type
Full-time
Experience
Senior Associate, Lead, Manager
Job function
Accounting, Finance, Customer Service, Client Service
#midsenior
#AccountingFinance
#hybrid
Senior Client Services Engagement Associate
Ambler, PA
90,000 - 125,000
Role:
Work with one of the fastest growing Accounting Advisory and Asset Management firms in the area!
As an Advisory Engagement Manager, you'll be working with the advisory firm's leadership, the business development and sales teams, as well as the direct client to lead the onboarding process from proposal stage through project delivery. This would include tracking the progress of the project against the scope. These projects will be large and small scale accounting, finance, and tax projects.
Responsibilities:
- Partner with the firm's leadership to manage client engagements
- Partner with business development and sales in gain knowledge of the client and continue to foster the client relationship
- Assist Sales team with business proposals and engagement outlook
- Assist and advise internal sales team with generating additional opportunities for the firm to assist the client
- Run the client onboarding process
- Be the key point of contact in information collection / retrieval
- Manage the client relationship throughout the project lifetime
- Track and manage the project from scope of work through project delivery
- Sit on monthly, quarterly, and annual client meetings acting as a board member and advisor
- Act as a backup to Tax Manager, Advisory Manager, and Audit Manager as needed
- Bachelor's degree is required
- 7 years of prior audit, accounting, and/or Tax Experience
- Prior experience working directly with business development/sales and/or in a direct business development role is required
- CPA or other certifications are a huge plus
This is a permanent full-time position with the organization offering a comprehensive benefits package including Base Salary, Bonus potential, medical/dental/vision, paid time off, paid holidays, 401K match, insurance, and growth potential that is unlimited.
Working Conditions:
This is an in-office position with some flexibility.
Apply:
To APPLY, email KK@libertyjobs.com or click the Apply button below.
Please add me on LinkedIn - https://www.linkedin.com/in/kriskieres/
Kris Kieres
Liberty Personnel Services
484-238-1976
kk@libertyjobs.com
Employment type
Full-time
Experience
Senior Associate, Lead, Manager
Job function
Accounting, Finance, Customer Service, Client Service
#midsenior
#AccountingFinance
#hybrid
